October Breakfast Meeting

Registration

Member – $10.00

Non-Member – $15.00

Monthly Breakfast MeetingLET’S GET TO THE POINT. . .

NOW IS THE TIME TO LEARN HOW TO USE CALYX POINT CORRECTLY FOR TRID CHANGES

The Loan Estimate and Closing Disclosure documents require us to report fees differently than ever before. Emily Martinez of Calyx Software will present the updates to Point that will help you generate the new disclosures for your borrowers, along with some helpful tips and time for questions and answers.

9.2 SP3 release summary and Webcaster and INK-it updates

Enhancements and updates to the screens associated with the Loan Estimate and Closing Disclosure

Data flow from the Fees Worksheets to the new disclosures

Working with the Service Providers List

Updates to the Intent to Proceed with Application form

Helpful hints for generating the Loan Estimate and Closing Disclosure

Emily Martinez, Senior Professional Services Consultant

Emily is responsible for developing and implementing training initiatives used both internally and externally. Customer education programs include webinars, e-classes and live training emphasizing utilization of Calyx Software for maximum workflow efficiencies. Emily has extensive experience in the residential mortgage arena in the fields of Real Estate Investment, Secondary Markets, Employee Training and Mortgage Lending encompassing all areas of Wholesale and Retail channels.

Our monthly breakfast meetings are a great way to network with your peers, learn new things, find ways to succeed in an informal setting. Whether you are a Broker, Owner, Loan Officer, Retail Bank Loan Agent, you'll benefit from attending these meetings.

This is the place to get involved and informed! Members and Prospective Members are welcome! Come join us!

Breakfast will be served!

Members $10 & Prospective Members $15

Pay at the door. Members $15 Prospective Members $20
Registration is required.